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MORLEY CAPITAL MANAGEMENT, INC.
MORLEY CAPITAL MANAGEMENT, INC.
PORTLAND, Oregon
·
6 registered advisors
·
CRD# 105339
SEC# 801-20608
0
503-484-9300
01
Firm Overview
AUM
$17.0B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at MORLEY CAPITAL MANAGEMENT, INC.
6 registered advisors
Alexander Williams Ghazanfari
PORTLAND, Oregon
CRD# 2839469
Elizabeth Strand Brady
PORTLAND, Oregon
CRD# 6928688
Karen Lynn Mcafee
PORTLAND, Oregon
CRD# 3024271
Ronald William Heath
PORTLAND, Oregon
CRD# 3029997
Timothy Emil Stumpff
PORTLAND, Oregon
CRD# 5701042
William Matt Finley
PORTLAND, Oregon
CRD# 5783584
05
Office Locations
PORTLAND, Oregon
6 advisors
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Data sourced from SEC Form ADV filings. MORLEY CAPITAL MANAGEMENT, INC. (CRD# 105339) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.